Setting Customers Credit Limit

Setting a Customer Credit Limit can be set for any Customer regardless of the Customer Pay Type.

To set the Customer Credit Limit:

Click on Customers from the Main Menu

Search for the Customer

Once inside the Customer's File at the bottom there will be a button with Billing / Shipping / Credit Limit

This will pop up another window showing the Shipping and Billing Information along with the Credit Limit.

This will allow a set limit for the Customer to use. Once that Credit Limit is reached it will display a message on the Customer File Page. 

To set the Customers Account on hold. Please see Managing Credit Hold article.